Company lists · Data refreshed September 2026

Top 25 Financial consulting firms based in New York, United States

Name: Financial consulting firms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 12, 2026 766 companies tracked

RevenueBase identified 766 financial consulting firms headquartered in New York, United States as of September 2026 and tracks 153,298 professional contacts across them, including 60,264 with verified work emails and 45,676 with mobile numbers. Across the United States, New York is the largest hub for this category.

This list covers financial consulting firms headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 12, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 12, 2026 86% judged on-target in blind review

766Companies

153,298Contacts tracked

60,264Verified emails

45,676Mobile numbers

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The 25 largest financial consulting firms based in New York, United States

Ranked by team size

Top 25 of 766 financial consulting firms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 12, 2026. RevenueBase Smart Search rates how each company's information relates to financial consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	J.P. Morgan	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	10001+	57,790 contacts →
	Indirect evidence “J.P.” Source: RevenueBase Database · checked Sep 12, 2026
2	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 12, 2026
3	Barclays Investment Bank	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	10001+	20,783 contacts →
	Partial evidence “Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.” Source: RevenueBase Database · checked Sep 12, 2026
4	KROLL	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	5,001-10,000	6,287 contacts →
	Partial evidence “As the leading independent provider of risk and financial advisory solutions, Kroll leverages our unique insights, data and technology to help clients stay ahead of complex…” Source: RevenueBase Database · checked Sep 12, 2026
5	Lazard	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	1,001-5,000	3,912 contacts →
	Partial evidence “Founded in 1848, Lazard is the preeminent financial advisory and asset management firm, with operations in North and South America, Europe, the Middle East, Asia, and Australia.” Source: RevenueBase Database · checked Sep 12, 2026
6	Evercore	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	1,001-5,000	3,296 contacts →
	Indirect evidence “Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm.” Source: RevenueBase Database · checked Sep 12, 2026
7	Equitable	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	5,001-10,000	3,090 contacts →
	Partial evidence “Equitable is one of America’s leading financial services companies.” Source: RevenueBase Database · checked Sep 12, 2026
8	Oppenheimer & Co. INC	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	1,001-5,000	3,006 contacts →
	Partial evidence “Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions.” Source: RevenueBase Database · checked Sep 12, 2026
9	Guggenheim Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	1,001-5,000	1,748 contacts →
	Indirect evidence “Guggenheim Partners is a global investment and advisory firm.” Source: RevenueBase Database · checked Sep 12, 2026
10	Cerity Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	1,001-5,000	1,491 contacts →
	Partial evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 12, 2026
11	PJT Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	501-1,000	1,420 contacts →
	Indirect evidence “PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different.” Source: RevenueBase Database · checked Sep 12, 2026
12	BNY Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	10001+	1,217 contacts →
	Indirect evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 12, 2026
13	Nassau Street Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	n/a	904 contacts →
	Partial evidence “Nassau Street Partners is an independent capital advisory firm focused on mergers and acquisitions, capital markets advisory, and strategic financial solutions for early-stage and…” Source: RevenueBase Database · checked Sep 12, 2026
14	Perella Weinberg	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	501-1,000	883 contacts →
	Partial evidence “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: RevenueBase Database · checked Sep 12, 2026
15	Bernstein Private Wealth Management	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	1,001-5,000	837 contacts →
	Partial evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 12, 2026
16	Guggenheim Securities	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	1,001-5,000	699 contacts →
	Indirect evidence “Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, offering a full range of services including Advisory, Sales and Trading…” Source: RevenueBase Database · checked Sep 12, 2026
17	Centerview Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	501-1,000	693 contacts →
	Indirect evidence “Centerview Partners is a premier provider of independent investment-banking advisory services.” Source: RevenueBase Database · checked Sep 12, 2026
18	Greenhill & CO	Indirect evidence	New York, United StatesHQ checked Sep 12, 2026	201-500	625 contacts →
	Indirect evidence “Greenhill & Co, Inc.” Source: RevenueBase Database · checked Sep 12, 2026
19	Wealthspire Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	201-500	437 contacts →
	Indirect evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 12, 2026
20	Solomon Partners	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	201-500	427 contacts →
	Indirect evidence “Solomon Partners is a leading investment bank – one of the first independent firms in the industry.” Source: RevenueBase Database · checked Sep 12, 2026
21	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 12, 2026
22	Lenox Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	201-500	323 contacts →
	Partial evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 12, 2026
23	Geller	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	310 contacts →
	Partial evidence “Geller provides financial services and strategic advisory to private companies and not-for-profit organizations.” Source: RevenueBase Database · checked Sep 12, 2026
24	Strategies For Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 12, 2026	201-500	264 contacts →
	Partial evidence “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Source: RevenueBase Database · checked Sep 12, 2026
25	Needham & Company	Indirect evidence	New York, NY, United StatesHQ checked Sep 12, 2026	51-200	250 contacts →
	Indirect evidence “Needham & Company, LLC is a nationally recognized investment banking and asset management Firm focused solely on growth companies and their investors.” Source: RevenueBase Database · checked Sep 12, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial consulting firms.
Partial evidence: Its own public description names part of financial consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 766 financial consulting firms based in New York, United States

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Financial consulting firms based in New York, United States at a glance

As of Sep 12, 2026

39.3%Verified-email coverage

29.8%Mobile-number coverage

200.1Average contacts per company

1-10Median size (employees)

Sep 12, 2026Page data refreshed

Companies by employee count

1-10

418

11-50

221

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Freshness & accuracy

How recently the business emails were verified and the company information checked

Email last verified

Median 14.0d

50,1750–30

9,22631–60

28061–90

3590–180

548180+

Company record updated

Median 74.0d

00–30

68,89331–60

62,15361–90

13,85490–180

8,398180+

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in New York, United States whose own description of what they do matches “financial consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial consulting firms, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 60,264 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 12, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial consulting firms are there based in New York, United States?

RevenueBase identified 766 financial consulting firms headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

J.P. Morgan, headquartered in New York, tops this list with the largest team on record.

Which city in the United States has the most financial consulting firms?

New York leads the United States with 741 headquartered companies, followed by Atlanta (321) and Houston (313).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 60,264 verified decision-maker contacts tracked across these 766 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 12, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.